- USDTHB: moving in the range 32.565 – 32.605 this morning, supportive level at 32.40 resistance level at 32.65
- SET Index: 1,592.41 (+1.28%), 12 June 2026
- S&P 500 Index: 7,431.46 (+0.50%), 12 June 2026
- Thai 10-year government bond yield (interpolated): 2.191 (-7.26 bps), 12 June 2026
- US 10-year treasury yield: 4.48 (+3.00 bps), 12 June 2026
- The US-Iran peace deal boosted market sentiment
- US orders Anthropic to disable AI models for all foreign nationals
- UoM survey signals improving confidence, cooling price pressures
- UK economy contracts in April amid energy price pressures
- Dollar weakens as deal progress continues, with focus shifting to the Fed meeting
The US-Iran peace deal boosted market sentiment
Trump announced that the Iran deal was complete, authorizing the reopening of the Strait of Hormuz and lifting the US naval blockade, with Iran also confirming the agreement. Pakistan PM Sharif said the deal includes a halt to military operations and a signing ceremony on June 19 in Switzerland. The agreement reportedly covers Hormuz reopening, sanctions relief, asset releases, and limits on Iran’s nuclear program. The announcement followed Israeli strikes on Beirut, which Trump criticized while urging an end to further escalation.
US orders Anthropic to disable AI models for all foreign nationals
The US government has ordered Anthropic PBC to suspend access to its Fable 5 and Mythos 5 models by any foreign national, citing national security concerns. Anthropic has shut off access to both systems to all customers to ensure compliance, after discovering that it's possible to "jailbreak," or bypass the guardrails, of Fable 5. The government's move threatens to set a precedent for all major AI model developers and has raised concerns about the impact on the industry and global technological alliances.
UoM survey signals improving confidence, cooling price pressures
UoM sentiment surprised to the upside in June, with the headline index rising to 48.9 from 44.8, above expectations of 46.0. Both current conditions and expectations improved, while inflation expectations eased more than expected, with the 1-year outlook falling to 4.6% and the 5-year measure declining to 3.4%. Lower gasoline prices likely supported sentiment, particularly among lower-income consumers, although overall economic views remain cautious.
UK economy contracts in April amid energy price pressures
The UK economy contracted 0.1% for the first time in eight months, driven by a 0.2% decline in services that offset gains in construction and manufacturing. The slowdown adds pressure on PM Keir Starmer as higher energy costs and borrowing rates weigh on growth.
Dollar weakens as deal progress continues, with focus shifting to the Fed meeting
The 10-year government bond yield (interpolated) on the previous trading day was 2.191, -7.26 bps. The benchmark government bond yield (LB365A) was 2.20, -5.00 bps. Meantime, the latest closed US 10-year bond yields was 4.48, +3.0 bps. USDTHB on the previous trading day closed around 32.80, moving in a range of 32.565 – 32.605 this morning. USDTHB could be closed between 32.40 – 32.65 today. The dollar was broadly unchanged on Friday, ending the week around 0.3% lower as markets monitored progress on US-Iran talks. Sentiment improved after officials signalled negotiations were nearing completion, with Trump suggesting a deal could be signed soon. US yields rose despite softer oil prices, supporting the USD in a risk-on environment. The SpaceX IPO had limited market impact, with the VIX declining and US equities holding onto gains. Given the interim peace deal reached over the weekend, the dollar weakened this morning, supporting gains across major and regional currencies. Focus now shifts to the peace agreement signing and next week’s Fed meeting, where rates are expected to remain unchanged.
Sources : ttb analytics , Bloomberg, CNBC, Trading economics, Investing, CEI
